Estate Planning Resources

Browse our articles, guides, and other resources - developed by our experienced team and designed to help you reach your unique financial goals.

  • Is It Time to Review Your Beneficiary Designations?

    Susan K. Severson | Posted:

    So many times when we meet with clients we ask the question “Do you know how your beneficiaries are listed on that account?” Many times the answer we receive is “I don’t know, it has been so long since I opened that account that I just don’t remember.”

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  • The Family Meeting

    Ty A. Bernicke CFP® | Posted:

    The passing of a loved one can be a very emotional time for a beneficiary. In addition to the emotional strain, there are many financial matters that need to be taken care of following the loss of a loved one, which often become a source of added confusion and expense.

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